Purchases and Sales Made in Q1 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 2023. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-556- 5.45% |
$34.6K - $40.3K
|
9.64K
$803K
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-563- 7.62% |
$35.1K - $40.8K
|
6.83K
$569K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-567- 0.03% |
$35.3K - $41.1K
|
2.24M
$186M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-569- 5.55% |
$35.5K - $41.3K
|
9.68K
$806K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-574- 19.41% |
$35.8K - $41.6K
|
2.38K
$198K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-581- 3.47% |
$36.2K - $42.1K
|
16.2K
$1.35M
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-600- 2.45% |
$37.4K - $43.5K
|
23.9K
$1.99M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-609- 6.32% |
$38K - $44.2K
|
9.03K
$752K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-616- 2.45% |
$38.4K - $44.7K
|
24.5K
$2.04M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-620- 5.97% |
$38.6K - $45K
|
9.76K
$813K
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-623- 8.22% |
$38.8K - $45.2K
|
6.95K
$579K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-627- 1.9% |
$39.1K - $45.5K
|
32.4K
$2.69M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-628- 9.46% |
$39.1K - $45.5K
|
6.01K
$500K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-639- 9.58% |
$39.8K - $46.3K
|
6.03K
$502K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-640- 5.31% |
$39.9K - $46.4K
|
11.4K
$950K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-647- 17.75% |
$40.3K - $46.9K
|
3K
$250K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-649- 95.86% |
$40.4K - $47.1K
|
28
$2.33K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-656- 15.99% |
$40.9K - $47.6K
|
3.45K
$287K
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-659- 14.11% |
$41.1K - $47.8K
|
4.01K
$334K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-663- 19.77% |
$41.3K - $48.1K
|
2.69K
$224K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-676- 0.46% |
$42.1K - $49K
|
147K
$12.2M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-693- 1.42% |
$43.2K - $50.2K
|
48.1K
$4M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-700- 3.25% |
$43.6K - $50.8K
|
20.8K
$1.74M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-711- 4.22% |
$44.3K - $51.5K
|
16.2K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-717- 0.64% |
$44.7K - $52K
|
112K
$9.34M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-734- 16.26% |
$45.7K - $53.2K
|
3.78K
$315K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-735- 2.02% |
$45.8K - $53.3K
|
35.7K
$2.97M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-740- 6.67% |
$46.1K - $53.7K
|
10.4K
$863K
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-742- 9.15% |
$46.2K - $53.8K
|
7.37K
$614K
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-765- 2.37% |
$47.7K - $55.5K
|
31.5K
$2.62M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-765- 20.06% |
$47.7K - $55.5K
|
3.05K
$254K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-766- 6.87% |
$47.7K - $55.5K
|
10.4K
$865K
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-774- 5.88% |
$48.2K - $56.1K
|
12.4K
$1.03M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-787- 7.16% |
$49K - $57.1K
|
10.2K
$850K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-790- 14.56% |
$49.2K - $57.3K
|
4.64K
$386K
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-793- 1.09% |
$49.4K - $57.5K
|
72.1K
$6.01M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-794- 16.13% |
$49.5K - $57.6K
|
4.13K
$344K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-800- 47.06% |
$49.9K - $58K
|
900
$75K
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-824- 16.16% |
$51.4K - $59.7K
|
4.28K
$356K
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-844- 16.07% |
$52.6K - $61.2K
|
4.41K
$367K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-855- 2.71% |
$53.3K - $62K
|
30.7K
$2.56M
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-867- 11.73% |
$54K - $62.9K
|
6.52K
$543K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-869- 5.3% |
$54.2K - $63K
|
15.5K
$1.29M
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-875- 4.39% |
$54.5K - $63.4K
|
19.1K
$1.59M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-905- 18.6% |
$56.4K - $65.6K
|
3.96K
$330K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-923- 3.74% |
$57.5K - $66.9K
|
23.7K
$1.98M
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-923- 28.75% |
$57.5K - $66.9K
|
2.29K
$190K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-940- 12.96% |
$58.6K - $68.2K
|
6.31K
$526K
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-949- 2.75% |
$59.1K - $68.8K
|
33.5K
$2.79M
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-950- 16.92% |
$59.2K - $68.9K
|
4.66K
$388K
|